FPA names Dennis J. Moore 2021 president-elect

FPA names Dennis J. Moore 2021 president-elect
Moore, chief operating officer for Dallas-based Quest Capital Management, is currently completing a three-year term on FPA's board
OCT 01, 2020

The Financial Planning Association said its board of directors elected Dennis J. Moore, chief operating officer for Dallas-based Quest Capital Management, as the organization's 2021 president-elect.

Moore, whose one-year term will begin Jan. 1, 2021, replaces 2020 President-elect Skip Schweiss, who will serve as president next year.

Moore is currently completing a three-year term on FPA’s board of directors. He has been a member of the organization since 2002 and has served in various leadership roles, including as a member of the board of directors of the FPA of Dallas/Fort Worth, the OneFPA Advisory Task Force and the FPA Alliance Forum, and as chair of the FPA pro bono committee.

He is also chair of the mentor committee for the Texas Tech University Personal Financial Planning Alumni Advisory Board.

Moore earned a B.S. in personal financial planning and an MBA from Texas Tech University.

The FPA board also elected three new members to serve on its board for three-year terms: George A. Fernández, vice president of practice management at Mariner Wealth Advisors in Overland Park, Kansas; Lisa A. K. Kirchenbauer,  president, chief compliance officer and senior advisor at Omega Wealth Management in Arlington, Virginia; and Paul J. Brahim, managing director and senior vice president at Wealth Enhancement Group in Pittsburgh.

Latest News

Annuities for RIAs: Why fee-only advisors still hit a wall
Annuities for RIAs: Why fee-only advisors still hit a wall

Halbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.

Broker-dealers must lean on tech, brand as advisors weigh options
Broker-dealers must lean on tech, brand as advisors weigh options

With 8.6% of advisors set to switch firms in 2026, Cerulli says advisor recruitment hinges on technology, branding and HNW support.

Advisor vs. advisor, Seattle showdown in fight for clients
Advisor vs. advisor, Seattle showdown in fight for clients

“I’m seeing more disputes like this between advisors and other advisors at the same practice,” said one industry executive.

Great Wealth Transfer might give way to a 'mirage,' Dunham research warns
Great Wealth Transfer might give way to a 'mirage,' Dunham research warns

Longer retirements and steady inflation could drain retiree portfolios before heirs inherit, with 4% net returns running dry by year 34.

Investors sue Coastal Financial after one fintech partner erases $470M
Investors sue Coastal Financial after one fintech partner erases $470M

A single fintech partner triggered a $68.8M credit hit.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains